BEYOND WEALTH MANAGEMENT GROUP, LLC
CRD #293291 SEC #801-112673 NEW PALTZ, NY 845-750-6213
SEC Registered
Total AUM
$107.4M
Discretionary
$86.8M
Employees
3
Clients
101
Accounts
715
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $107.4M | $86.8M | $20.6M | 3 | 1 |
| Aug 2024 | $65.6M | $65.6M | $0 | 3 | 35 |
| May 2024 | $65.6M | $65.6M | $0 | 2 | 35 |
| Mar 2024 | $65.6M | $65.6M | $0 | 3 | 35 |
| Apr 2023 | $76.2M | $76.2M | $0 | 3 | 0 |
| Feb 2023 | $76.2M | $76.2M | $0 | 3 | 0 |
| Jan 2023 | $73.9M | $73.9M | $0 | 3 | 8 |
| Dec 2022 | $73.9M | $73.9M | $0 | 2 | 8 |
| Oct 2022 | $73.9M | $73.9M | $0 | 3 | 8 |
| Jan 2022 | $72.2M | $72.2M | $0 | 3 | 8 |
| Jan 2022 | $72.2M | $72.2M | $0 | 3 | 8 |
| Nov 2021 | $56.9M | $56.1M | $823.8K | 3 | 0 |
| Aug 2021 | $56.9M | $56.1M | $823.8K | 3 | 0 |
| Aug 2021 | $56.9M | $56.1M | $823.8K | 3 | 0 |
| Mar 2021 | $56.9M | $56.1M | $823.8K | 3 | 0 |
| Jan 2021 | $44.6M | $44.6M | $0 | 3 | 6 |
| Jul 2020 | $44.6M | $44.6M | $0 | 2 | 6 |
| Jun 2020 | $44.6M | $44.6M | $0 | 2 | 6 |
| Jan 2020 | $44.6M | $44.6M | $0 | 2 | 6 |
| Jan 2019 | $29.5M | $29.5M | $0 | 2 | 0 |
| Jan 2019 | $41.3M | $27.1M | $14.2M | 2 | 0 |
| Oct 2018 | $41.3M | $27.1M | $14.2M | 1 | 0 |
| Oct 2018 | $41.3M | $27.1M | $14.2M | 1 | 0 |
| Jul 2018 | $41.3M | $27.1M | $14.2M | 1 | 0 |
| Feb 2018 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$107.4M
Discretionary$86.8M
Non-Disc.$20.6M
Employees3
Clients1
DateAug 2024
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees3
Clients35
DateMay 2024
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees2
Clients35
DateMar 2024
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees3
Clients35
DateApr 2023
Total AUM$76.2M
Discretionary$76.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$76.2M
Discretionary$76.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees3
Clients8
DateDec 2022
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees2
Clients8
DateOct 2022
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees3
Clients8
DateJan 2022
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees3
Clients8
DateJan 2022
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees3
Clients8
DateNov 2021
Total AUM$56.9M
Discretionary$56.1M
Non-Disc.$823.8K
Employees3
Clients0
DateAug 2021
Total AUM$56.9M
Discretionary$56.1M
Non-Disc.$823.8K
Employees3
Clients0
DateAug 2021
Total AUM$56.9M
Discretionary$56.1M
Non-Disc.$823.8K
Employees3
Clients0
DateMar 2021
Total AUM$56.9M
Discretionary$56.1M
Non-Disc.$823.8K
Employees3
Clients0
DateJan 2021
Total AUM$44.6M
Discretionary$44.6M
Non-Disc.$0
Employees3
Clients6
DateJul 2020
Total AUM$44.6M
Discretionary$44.6M
Non-Disc.$0
Employees2
Clients6
DateJun 2020
Total AUM$44.6M
Discretionary$44.6M
Non-Disc.$0
Employees2
Clients6
DateJan 2020
Total AUM$44.6M
Discretionary$44.6M
Non-Disc.$0
Employees2
Clients6
DateJan 2019
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$41.3M
Discretionary$27.1M
Non-Disc.$14.2M
Employees2
Clients0
DateOct 2018
Total AUM$41.3M
Discretionary$27.1M
Non-Disc.$14.2M
Employees1
Clients0
DateOct 2018
Total AUM$41.3M
Discretionary$27.1M
Non-Disc.$14.2M
Employees1
Clients0
DateJul 2018
Total AUM$41.3M
Discretionary$27.1M
Non-Disc.$14.2M
Employees1
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0